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Clarke’s
article uses WordPerfect as the tool to address holiday cards, but
that excellent word processor is not as common as it used to be. Therefore,
I’ll try to provide parallel instructions for using market-dominating Microsoft
Word to address cards. For illustration, I’ll use Word 2002, which provides
a new, easier technique than earlier versions of Word.
The technique Clarke describes is really the same for Word, except for
a few details. The overall process is the same; but we’ll use Word’s Mail
Merge Wizard, a handy feature new in Word 2002, that steps you through
the process. It should go without saying that you’ll need a printer which
can print envelopes, and have the envelopes loaded into the printer before
doing all these steps.
Before you begin, you’ll need to select a data source, which is your
list of card recipients. Word lets you use a wide variety of data sources:
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Microsoft Outlook Contact List
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Microsoft Office Address List
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Microsoft Excel worksheet or Microsoft Access database
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Other database files
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HTML file
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Different type of electronic address book
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A Microsoft Outlook Address Book.
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Microsoft Word data source or a header source
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Text files
My personal choice for data sources is an Excel spreadsheet, which
lets me manipulate and sort the data easily; but any of the above types
of files is fine. I begin my card addressing session by reviewing the names
and addresses in the spreadsheet, updating them, and deciding which ones
I want to send cards to. Then I save the updated file.
Holiday cards often use nonstandard size envelopes, so I when pick my
cards, I keep one of Word’s limitations in mind: it will not work with
cards smaller than 6.4 inches by 2.13 inches in size. I’ve never seen a
card that’s 2.13 inches in height, but have a drawer full of envelopes
smaller than 6.4 inches in width, which I can’t address directly. I can
still use mailing labels, but they won’t look as neat.
Now that we’re ready to start addressing, let’s launch Word 2002’s Mail
Merge Wizard. Click on Tools/Letters and Mailings/Mail Merge Wizard to
begin. The first screen asks you to select what sort of document you are
going to merge to—pick Envelopes. Then, at the bottom of the screen, click
on Starting Document. In Step 2, we’ll select the Envelope Options to enter
the size of our envelopes. When the Envelope Options windows pops up, scroll
down to the last entry on the Envelope Size pick list, which should say
Custom Size. When you pick that, another window pops up and asks you to
enter the size of your envelope—do so in decimal fractions of inches. Before
you leave the Envelope Options screen, you may want to select the font
to use in your address and the return address fields. Perhaps something
less formal than Times New Roman or less boring than Arial would be appropriate
for addressing the envelope. Avoid using highly stylized fonts like Arriba
Arriba LET if you want the Post Office’s scanners to be able to read the
addresses. Now, at the bottom of the Wizard screen, pick Step 3: Select
Recipients.
Since we already prepared our list of recipients, we’ll select a our
data source, and then select the recipients from the total list in the
data source. You don’t have to select everyone on the list to get a card;
use the check boxes in the Mail Merge Recipients list to tell Word which
recipients to use. Now, at the bottom of the Wizard pane, select Arrange
your envelope.
On the Arranging your envelope pane, the first choice is to select a
layout for the address block. This actually attempts to create the entire
address block from the data source, a neat trick. Word tries to find address
fields to use in composing your address book, but if it fails, you may
have to use the Match Fields button to pick the fields to use. If you want
to select all fields yourself, use the More items. . . button on the Arrange
your envelope pane. Be sure you have placed the insertion point in the
lower address block on the document pane, or Word will insert the address
block in the return address field. Then proceed to the next Wizard pane
by clicking on Preview your envelopes at the bottom of the pane.
The Preview your envelopes pane prepares images of each address block
and lets you view any or all of the recipients. You can change your mind
and add or delete a recipient. Then move onward to the last step, Complete
the merge.
Word gives you one last chance on the Complete the merge pane to change
your mind on the last Wizard screen. You can edit a particular envelope
before you print it, or just tell Word to print the envelopes (which must
be loaded into your printer). If you select Print, you can print all the
envelopes, or just selected envelopes.
That’s all there is to it! Happy addressing.
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